Benin Management Corp’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Benin Management Corp’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$276K	Hold	2,792	–	–	0.06%	133
2026 Q1	$277K	Hold	2,792	–	–	0.06%	119
2025 Q4	$279K	Hold	2,792	–	–	0.06%	113
2025 Q3	$280K	Hold	2,792	–	–	0.07%	110
2025 Q2	$277K	Hold	2,792	–	–	0.07%	108
2025 Q1	$276K	Hold	2,792	–	–	0.08%	105
2024 Q4	$271K	Hold	2,792	–	–	0.07%	106
2024 Q3	$283K	Hold	2,792	–	–	0.08%	101
2024 Q2	$271K	Hold	2,792	–	–	0.08%	102
2024 Q1	$273K	Buy	2,792 +90	+3%	+$8.81K	0.09%	91
2023 Q4	$268K	Hold	2,702	–	–	0.09%	90
2023 Q3	$254K	Hold	2,702	–	–	0.09%	89
2023 Q2	$265K	Buy	2,702 +91	+3%	+$9K	0.09%	87
2023 Q1	$260K	Buy	2,611 +111	+4%	+$11K	0.1%	84
2022 Q4	$242K	Hold	2,500	–	–	0.1%	87
2022 Q3	$241K	Hold	2,500	–	–	0.1%	80
2022 Q2	$254K	Hold	2,500	–	–	0.1%	86
2022 Q1	$268K	Buy	+2,500	New	+$275K	0.08%	93

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Benin Management Corp's AGG Position: Q2 2026 in Review

Benin Management Corp held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 2,792 shares worth $276K. The position accounts for 0.06% of the portfolio, ranked #133.

Benin Management Corp first reported a position in AGG in Q1 2022 and has held it in 18 quarters since. The position peaked at $283K in Q3 2024. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Benin Management Corp held 2,792 shares of iShares Core US Aggregate Bond ETF worth $276K as of Q2 2026.
Benin Management Corp left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.06% of Benin Management Corp's portfolio in Q2 2026, its #133 holding.
Benin Management Corp first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 18 quarters since.
Benin Management Corp's iShares Core US Aggregate Bond ETF position peaked at $283K in Q3 2024.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Benin Management Corp's 13F filing for Q2 2026, filed 15 Jul 2026.